Non-Profit Organizations / Foundations

In these uncertain economic times, there is incredible pressure on non-profits to do more with less. So it has never been as important for non-profits to manage and capitalize on their assets. Through our wealth management and investment services, we serve as stewards and trusted advisors, providing guidance and advice for your organization's long-term success. We work with you to manage your unique fiduciary responsibilities to your endowments and other investment management obligations, aligning your organization's investments with its mission and strategic objectives to help strengthen its financial position and respond to new challenges and opportunities.

Enterprise Wealth Management specializes in customizing and managing best-in-class investment solutions for a broad array of non-profit institutions including:

  • Colleges and Schools
  • Foundations
  • Hospitals
  • Libraries
  • Municipalities
  • Religious Organizations
  • Senior Care Centers
  • Museums

Endowments

Managing an endowment fund requires accountability, responsibility and the utmost integrity. Enterprise Wealth Management has the expertise and resources to handle it all along with a proven record of investment success for organizations just like yours. Staffed by Certified Financial Planner professionals (CFP®), Chartered Financial Consultants (ChFC) and Certified Trust and Financial Advisors (CTFA), Enterprise Wealth Management is experienced across all investment disciplines and is committed to making your goals their top priority.

Learn how Enterprise Wealth Management can guide your non-profit in:

  • Investment Management. We believe in creating the diversified investment portfolios you need to lower risk, enhance long-term performance, and meet your strategic objectives.
  • Succession Planning. You've worked hard to create something worth passing on, so let us work hard to help you create a successful succession plan for your non-profit organization or private foundation.
  • Investment Policy Review. Your Enterprise Wealth Management team will help you build and review an investment policy that will meet your needs, now and in the future.

Our Personal Commitment to Non-Profits

At the heart of our communities lie the many non-profit organizations that have a profound impact on the quality of our lives. Enterprise Bank recognizes and commends these organizations who work tirelessly to fulfill their purpose; we support them in their mission and we stand beside them in service.

Founded in 2008, Enterprise Bank's Non-Profit Collaborative provides critically needed support to non-profit organizations in the Merrimack Valley, North Central Massachusetts, and Southern New Hampshire. Together, with the Enterprise Bank team, we work on behalf of the non-profit community to develop programs and resources to benefit these valuable organizations. Find out more >>

While you focus on serving others, we focus on you.